Stack Financial Management ranked on Forbes list

Stack Financial Management of Whitefish was recognized by Forbes as one of “America’s Top 250 Wealth Advisors,” ranking No.119 out of 250. Stack Financial was also named the leading firm in Montana, ranking No. 1 on the 2026 list of “Best-in-State Wealth Advisors.”  

These elite lists acknowledge advisors who distinguish themselves through an unwavering commitment to their clients, a disciplined investment approach, a collaborative team culture, and meaningful contributions to their communities.  

Stack Financial manages over $2.1 billion in assets for individuals, families, and business owners across Montana and the U.S.  

“Stack Financial Management is honored to be named among the top wealth advisors in the nation again,” said Jim Stack, president and CEO. “Being included in these esteemed lists is a testament to the outstanding talent of our team, and we are proud to serve our clients from our office here in Whitefish, Montana”  

Forbes considers advisors for these prestigious rankings based on an extensive list of criteria that encompasses assets under management, industry experience, revenue trends and compliance records. Over 50,000 nominations were evaluated. Those that were selected stand out as role-model firms, leading the way in following best practices and providing a high-quality experience for clients.  

For more information about Stack Financial Management, visit www.stackfinancialmanagement.com.